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Compare an Account to a Model

Compare an Account to a Model

 When a client account has a model portfolio associated with it, you can view a side-by-side comparison of their current account and the model using the following three comparison tabs within the Clients & Accounts analytical view:

  • Allocation Comparison
  • Risk Comparison, and
  • Style Box Comparison.


Version history
Revision #:
2 of 2
Last update:
‎02-27-2020 10:41 AM
Updated by: